Mai Capital Management, LLC

Overview

Mai Capital Management, LLC is an SEC registered investment adviser based in Cleveland, OH, registered since 2000. It reports $52.1B in assets under management across 48,547 accounts, with 562 employees. It has 306 investment adviser representatives.

Reported AUM

$52.1B

Discretionary

68%

Accounts

48,547

Average account

$1.1M

Employees

562

Advisory reps

306

Registered since

2000

Jurisdictions

52

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Investment Companies
• Other clients
• Other Investment Advisors
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 12

• Richard James Buoncore Chairman, Chief Executive Officer CRD 1652210
• James D Kacic President CRD 4359063
• Albert Edward Macdonald III Managing Partner CRD 4049093

9 more executive officers, with direct contact details

Advisory reps 3 of 306

• Lawrence Scott Abrahams Investment Adviser Rep CRD 2493609
• Matthew Lee Adams Investment Adviser Rep CRD 5598677
• John Alfred Adcock III Insurance Agent · Investment Adviser Rep CRD 4628189

303 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6050 Oak Tree Blvd Ste 500
Cleveland, OH 44131

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: maiinvest.com

Every state, with registration dates

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